Tick this box if the question is mandatory and leave it blank if it is optional.  This will depend on whether the answer to this question is critical to the data that is being collected, such as signature to confirm customer acceptance.

Enter a value that will be inserted without the user doing anything e.g. '0' (zero) for quantity in a supplies list so that only significant entries need to be entered.

Sometimes it is appropriate to use values entered by administrators when setting up a job.  In this case, use the syntax:

Enter the maximum number of characters of text that be entered for this field.

Enter the minimum number of characters of text that be entered for this field.

Text entered will be forced to upper case (capitals).

Text entered will be forced to lower case (no capitals).

This option is usually used in conjunction with multi-line text boxes, giving the user a full-width long text box in which to enter information. This value overrides any formatting set for the section.

Enter the details to display.  These can be text (such as "Select the amount closest to that required" - without quotes) or a list attribute (eg %!expandedText%, or both (eg Your selection means that %!expandedText%).

For example:

Make: %!asset_Make%
Model: %!asset_Model%
Serial no: %!asset_SerialNo%
Hoist make: %!asset_HoistMakeModel%
Hoist model: %!asset_HoistModel%
Hoist serial no: %!asset_HoistSerial%

Use this option for cases where the list to be displayed depends on the customer. In such cases each customer will be configured with the name of “its” list. The list name is held as a customer “attribute” and it is this attribute name which should be entered here.

You may wish to have a different list to choose from depending on which customer the form is being completed for. For example, rather than having a list of all possible sub-contractors who work for a customer you may decide to have multiple lists, each containing just the sub-contractors for a given customer. Hence instead of one list called "Sub-contractors" you would have lists called "Sub-contractors for Customer A", "Sub-contractors for Customer B" etc. Then in the customer setup you would choose which sub-contractors list applies to that customer. This information would be held as an "attribute" of the customer.

On your template you may then have an item called "Sub-contractor" and you would specify the name of the attribute in this field in order to have the customer's own list of sub-contractors to appear as options.

Note that attributes can only be created by support staff.

Use this option for cases where the list to be displayed depends on the location. In such cases each location will be configured with the name of “its” list. The list name is held as a location “attribute” and it is this attribute name which should be entered here.

You may wish to have a different list to choose from depending on which location the form is being completed for. For example, suppose that you did work for some hospitals. Rather than having a list of all possible ward names you may decide to have multiple lists, each containing the wards for a given hospital. Hence instead of one list called "Wards" you would have lists called "Wards for Hospital A", "Wards for Hospital B" etc. Then in the location setup you would choose which ward list applies to that location/hospital. This information would be held as an "attribute" of the location.

On your template you may then have an item called "Ward" and you would specify the name of the attribute in this field in order to have the hospital's own list of wards to appear as options.

Note that attributes can only be created by support staff.

Use this option for cases where the list to be displayed depends on the user. In such cases each user will be configured with the name of “its” list. The list name is held as a user “attribute” and it is this attribute name which should be entered here.

You may wish to have a different list to choose from depending on which user the form is being completed by.

Note that attributes can only be created by support staff.

Enter the $$unique name of the item$$ which this list is dependent on, referred to as the parent in a cascading list. 

Lists can be set up to 'cascade' from one to another depending on which entry has been chosen in its parent list.

For more information on cascading lists see Concepts - Cascading Lists.

This controls the screen showing search matches.   Each line is a column.   Within a line the values are:

Item to show can be:

• description (ie. the list entry text)
• XML:@attName (value of the specified attribute name for the list entry)

It is not possible to expand list item attributes within a list item.

Here is a complex example:

A simple example would be:

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

This field is output on reports to cross-reference the information with any relevant legislation etc.

Tick this box if you DO NOT wish data to be collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a $$transformation$$ option is applied to the newly created job, this setting may be over-ruled.

If you wish to have the capability of entering more than one “answer” to a question then you can use this field. If it is checked/ticked then a button will be displayed allowing further responses to be input. The text shown on this button can be specified (see below).
If the number of possible responses is unpredictable then this option is useful. However, it is often simpler to create, say, 3 pre-set items in which the user can enter their data.

This option is used in conjunction with “Allow multiple results for this field” and specifies the text shown on the button (for example, “Add response” or “Another value").

Template item flags are used to apply display classes to $$template item$$ in a consistent and efficient way.  They are set up in a system list called Template item flags and might be given names such as Danger so the text appears in red, Disclaimer for smaller text, Long answer to give extra space to the answer.  This means that changing the display class can be done in one place rather than on all template items.

A unique name must exist for everything in a magic5 template.  It is so important that magic5 pre-fills the prompt with a non-meaningful name which it will use by default.  This does not need to be changed.

However, if the data associated with the unique name is to be used elsewhere (for example as part of a calculation, imported or exported, or carried over to a new job), it is helpful to use a meaningful name (such as RefNo, QuantityOrdered, ItemTotal, ContactName, ReasonForReferral) and this meaningful name must be entered before the template is used with real data.

If the unique name is changed at a later date, existing data will not be lost but it may no longer be accessible by magic5, in which case it cannot be displayed, used in calculations or exported.  It is therefore recommended that this is done only as a last resort and that the original template is duplicated before changes are made - this means that existing data can still be retrieved if necessary.  If in any doubt, please contact magic5 support for the best way to deal with this.